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NewEdge Advisors, LLC: DFGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on DFGP, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 61,709 DFGP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,709 shares
    Change vs previous 13F -830 shares

    0.01% of the 13F portfolio, value $3,360,688.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 62,539 shares
    Change vs previous 13F -1,420 shares

    0.01% of the 13F portfolio, value $3,376,502.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 63,959 shares
    Change vs previous 13F -14,571 shares

    0.01% of the 13F portfolio, value $3,458,244.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 78,530 shares
    Change vs previous 13F -37,565 shares

    0.02% of the 13F portfolio, value $4,363,887.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 116,095 shares
    Change vs previous 13F -16,093 shares

    0.03% of the 13F portfolio, value $6,326,036.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 132,188 shares
    Change vs previous 13F -144,279 shares

    0.04% of the 13F portfolio, value $7,062,798.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 276,467 shares
    Change vs previous 13F -1,468 shares

    0.09% of the 13F portfolio, value $14,605,725.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 277,935 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $15,314,200.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).